--- title: "Connect Erpnext and Kajabi - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Add Tag to Contact\" in Kajabi, or \"New Blog Post\" in Kajabi to \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/erpnext-to-kajabi" --- # Connect Erpnext and Kajabi When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add Tag to Contact** in [Kajabi](https://apiant.ai/connections/kajabi), or **New Blog Post** in Kajabi to **Add Contact** in Erpnext. Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Kajabi **5** triggers Kajabi **42** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Erpnext and Kajabi to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Erpnext and Kajabi can do together ### From Erpnext to Kajabi - When **New Customer** in Erpnext then **Add Tag to Contact** in Kajabi - When **New Sales Invoice** in Erpnext then **Create Contact** in Kajabi ### From Kajabi to Erpnext - When **New Blog Post** in Kajabi then **Add Contact** in Erpnext - When **New Contact** in Kajabi then **Update Contact** in Erpnext Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Erpnext and Kajabi ## Triggers and actions 7 triggers · 72 actions - Trigger **New Customer** Fires when a new customer is created. - Trigger **New Sales Invoice** Fires when a new sales invoice is created. - Action **Add Contact** Create a new contact. - Action **Add Customer** Create a new customer record. - Action **Add Item** Create a new item (product/service) record. - Action **Add Lead** Create a new lead. - Action **Add Sales Invoice** Create a new sales invoice. - Action **Add Sales Order** Create a new sales order. - Action **Delete Contact** Delete a contact record. - Action **Delete Customer** Delete a customer record. - Action **Delete Item** Delete an item record. - Action **Delete Lead** Delete a lead record. - Action **Delete Sales Invoice** Delete a sales invoice record. - Action **Delete Sales Order** Delete a sales order record. - Action **Get Contact** Retrieve a single contact by name/id. - Action **Get Customer** Retrieve a single customer by name/id. - Action **Get Item** Retrieve a single item by name/id. - Action **Get Lead** Retrieve a single lead by name/id. - Action **Get Sales Invoice** Retrieve a single sales invoice by name/id. - Action **Get Sales Order** Retrieve a single sales order by name/id. - Action **List Contacts** List contact records with optional filters. - Action **List Customers** List customer records with optional filters. - Action **List Items** List item records with optional filters. - Action **List Leads** List lead records with optional filters. - Action **List Sales Invoices** List sales invoice records with optional filters. - Action **List Sales Orders** List sales order records with optional filters. - Action **Update Contact** Update fields on an existing contact. - Action **Update Customer** Update fields on an existing customer. - Action **Update Item** Update fields on an existing item. - Action **Update Lead** Update fields on an existing lead. - Action **Update Sales Invoice** Update fields on an existing sales invoice. - Action **Update Sales Order** Update fields on an existing sales order. - Trigger **New Blog Post** Triggers when a new blog post is created on your Kajabi site. - Trigger **New Contact** Triggers when a new contact is added to your Kajabi site. - Trigger **New Customer** Triggers when a new customer is added to your Kajabi site. - Trigger **Tag Added** Triggers when a tag is added to a Kajabi contact, optionally only for one chosen tag. - Trigger **Tag Removed** Triggers when a tag is removed from a contact in Kajabi. - Action **Add Tag to Contact** Adds a tag to a Kajabi contact and returns the contact's updated list of tags. - Action **Create Contact** Creates a contact on a Kajabi site with name, email, phone, address and custom field values. - Action **Create Contact Note** Creates a note on a Kajabi contact. - Action **Create Form Submission** Submits a Kajabi opt-in form for a person, creating a form submission and running the form's configured tags, offers, sequences and automations. - Action **Deactivate Purchase** Deactivates a Kajabi purchase, removing the customer's access. Does not cancel an associated subscription. - Action **Delete Contact** Permanently deletes a contact from your Kajabi site. Contacts with active Kajabi Payments subscriptions cannot be deleted. - Action **Delete Contact Note** Deletes a note from a contact in Kajabi. - Action **Find Contact** Finds contacts by name or email (fuzzy search), optionally narrowed by site, tag, offer or field contents. Returns the matching contacts and the first match. - Action **Get Blog Post** Returns the details of a Kajabi blog post, including its title, content, URL, slug and publish date. - Action **Get Contact** Returns a Kajabi contact by id, including its attributes, custom fields and optionally its related offers and customer. - Action **Get Contact Note** Returns a single contact note by its id, including the note text, timestamps and the contact it belongs to. - Action **Get Course** Returns a Kajabi course's details, optionally with its modules, lessons, media and offers. - Action **Get Customer** Returns a customer's details, optionally with their contact, offers and products. - Action **Get Form Submission** Returns a single form submission, including the submitter's name, email, address, phone numbers and any custom field values collected by the form. - Action **Get Offer** Returns an offer's details, including its title, price, payment type and checkout URL, optionally with its linked products. - Action **Get Order** Returns a single Kajabi order, including its totals, currency and fulfillment time, with optional related order items, customer and site. - Action **Get Product** Returns the details of a Kajabi product, including its title, type, publish status and member count. - Action **Get Purchase** Returns the details of a Kajabi purchase of an offer, including amount, payment type, status and its related offer, customer and transactions. - Action **Get Transaction** Returns a single Kajabi payment transaction, including its amount, status, currency and type, optionally with the related customer and purchases. - Action **Grant Access to an Offer** Grants a Kajabi contact access to an offer and its products, creating a customer record for the contact if needed. Optionally skips the customer welcome email. - Action **Grant Offer to Customer** Grants a Kajabi offer, and the products it includes, to an existing customer. Returns the customer's offers after the grant. - Action **List Blog Posts** Returns the blog posts on your Kajabi account, optionally filtered by site or title and sorted. - Action **List Contact Notes** Returns contact notes, optionally only those for one contact or site, newest first by default. - Action **List Contacts** Returns contacts from your Kajabi account, optionally narrowed to a site and filtered by search text, tags, offers, products, forms, email activity and more. - Action **List Contact's Offers** Returns the offers a Kajabi contact has been granted access to, as a list of offer ids. - Action **List Contact's Tags** Returns the tags currently applied to a contact. - Action **List Contact Tags** Returns the contact tags (not archived) in your Kajabi account, optionally limited to one site or to tags whose name contains some text. - Action **List Courses** Returns the courses in your Kajabi account, optionally filtered by site, title, description or publish status. - Action **List Customers** Returns the customers on your Kajabi site, optionally filtered by search text, tags, offers, products, forms, email activity and more. - Action **List Custom Fields** Returns the contact custom fields defined in your Kajabi account, with each field's title, handle, type and whether it is required. - Action **List Forms** Returns the opt-in forms on your Kajabi sites, optionally filtered by site or title. - Action **List Form Submissions** Returns form submissions from your Kajabi sites, optionally filtered by site or form. - Action **List Offers** Returns the non-archived offers on your Kajabi sites that can be granted to a contact, optionally filtered by site, title or description. - Action **List Orders** Returns the orders on your Kajabi account, optionally filtered by site, customer, order number or fulfillment status. - Action **List Products** Returns the products (not archived) on your Kajabi account, optionally filtered by site, title, description or status. - Action **List Purchases** Returns the offer purchases on your Kajabi account, optionally filtered by site, customer, coupon code, referrer or active/deactivated status. - Action **Reactivate Purchase** Reactivates a deactivated purchase so the customer regains access. Does not reactivate any subscription. - Action **Remove Tag from Contact** Removes a tag from a Kajabi contact and returns the tags still on the contact. - Action **Revoke Access to an Offer** Revokes a contact's access to an offer, deactivating the offer's product memberships. - Action **Revoke Offer from Customer** Revokes a customer's access to an offer, deactivating its product memberships. Returns the offers the customer still has. - Action **Update Contact** Updates an existing Kajabi contact's name, email, phone, address, subscription status or custom field values. Fields left blank are not changed. - Action **Update Contact Note** Updates the text of an existing note on a Kajabi contact. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Kajabi** Kajabi is an all in one platform for selling, marketing, and delivering your online content.](https://apiant.ai/connections/kajabi) Reviews ## What our customers say ## More from Erpnext - [ **Erpnext to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/erpnext-to-pipedrive) - [ **Erpnext to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/erpnext-to-pandadoc) - [ **Erpnext to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/erpnext-to-supabase) - [ **Erpnext to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/erpnext-to-vercel) - [ **Erpnext to FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/erpnext-to-freeagent) - [ **Erpnext to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/erpnext-to-google-chat) ## More into Kajabi - [ **HubSpot to Kajabi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kajabi) - [ **Google Sheets to Kajabi** Google Sheets](https://apiant.ai/connect/google-sheets-to-kajabi) - [ **Gmail to Kajabi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kajabi) - [ **Google Calendar to Kajabi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kajabi) - [ **Google Drive to Kajabi** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-kajabi) - [ **ActiveCampaign to Kajabi** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-kajabi) Questions ## Erpnext and Kajabi, answered ### ### What can start an automation from Erpnext? Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kajabi when something happens in Erpnext? Any of Kajabi's 42 actions, including Create Contact, Create Contact Note, Create Form Submission and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kajabi to Erpnext? Yes. When something happens in Kajabi, your agent can act in Erpnext too. This page covers both directions: Kajabi's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or Kajabi? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Erpnext and Kajabi without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.